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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

488 hedge funds and large institutions have $6.38B invested in Schwab US Large- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 131 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+31
Holders Change %
+6.78%
% of All Funds
11.19%
Holding in Top 10
89
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.49%
% of All Funds
2.04%
New
56
Increased
230
Reduced
131
Closed
22
Calls
$526K
Puts
–
Net Calls
+$526K
Net Calls Change
-$1.92M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.51B
2
Charles Schwab
Charles Schwab
California
$352M
3
TCM
Towercrest Capital Management
Pennsylvania
$23.2M
4
UBS Group
UBS Group
Switzerland
$18.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$37M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$43.3M
2
Creative Planning
Creative Planning
Kansas
$119M
3
Jane Street
Jane Street
New York
$4.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$20.8M
5
TCM
Tradewinds Capital Management
Washington
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
501
NWAM LLC
Washington
– -$226K -21,498 Closed
PCM
502
Palouse Capital Management
Washington
– -$207K -19,710 Closed
MWP
503
Moller Wealth Partners
– -$206K -19,560 Closed
IIC
504
Integrated Investment Consultants
Michigan
– -$119K -11,280 Closed
Deutsche Bank
505
Deutsche Bank
Germany
– -$66K -6,294 Closed
APP
506
Avantax Planning Partners
Iowa
– -$66K -6,264 Closed
PCP
507
Proficio Capital Partners
Massachusetts
– -$63K -6,000 Closed
Chevy Chase Trust
508
Chevy Chase Trust
Maryland
– -$6K -600 Closed
17 18 19 20
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